NFP Advisor Services, a provider of technology and asset management platforms to financial advisors, has added Gate City Advisors to its platform.
Greensboro, North Carolina-based Gate City Advisors offers financial planning, investment consulting and retirement plan services.
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Joseph Vartanian and Sherwood Greer, managing partners of City Advisors, have a combined five decades of financial services industry experience.
NFP Advisor Services president James Poer said, "We continue to see great opportunity in the retirement plan space, and Gate City’s emphasis on the 401(k) business complements our focus. Further, its work with business owners creates additional opportunity to utilize our succession planning expertise. We are excited to welcome Joe, Sherwood and their team to the NFP family."
Vartanian said: "NFP Advisor Services’ expansive suite of advisor-focused services, especially in the technology space, will help Gate City Advisors be more efficient and effective in serving our clients. As we look at our long-term vision, we want to expand our retirement plan focus and NFP Advisor Services will support that growth."
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